Financial Planning Manager

We are looking for:

• Degree holder in all discipline
• Energetic and outgoing
• Mature, self­-motivated, hardworking and willing to learn
• 1-2 years working experience is an advantage
• Experience in banking industry or background in mainland will be an advantage
• Full working rights for Hong Kong are also welcome
• Fluent in Cantonese and Mandarin is an advantage

Responsibilities:

• Identifying needs of clients and providing professional financial advice
• Management of wealth assets of clients through investment vehicles
• Updating financial news to your clients
• Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securities & Futures Dealing, Risk Management, Premium Financing)
• High End and Wealth Management for HNW and PRC Clients
• Corporate Solution Planning for Corporate Clients
• Provide quality after-sales services to maintain good customer relationship

We offer:

• Over 200 hours well-structured and comprehensive mentoring program
• Monthly income from HK$60,000 + remuneration & fringe benefits
• One year fast track program to managerial level
• Special holiday package (2 company trips per year)
• Overseas learning experience
• “Work Hard, Play Hard”working environment & lots of fun
• Opportunity to explore PRC and Hong Kong business

Job Description:

1  Professional Investment plannings for clients or companies

• Wealth Management & Portfolio Advices
• Investment Planning
• Retirement Planning
• PRC Business & CIES (Capital Investment Entrant Scheme) Planning
• Corporate Solutions Provision

2  Management level

• Planning Strategies for Constructing Team
• Learn Leading, Recruiting & Managing Team
• Provide marketing strategies skills

3  Self Continuous Improvement

• Achieve Professional Destinations (MDRT, COT, TOT, CFPCM,ChFC, CFA, CPA,etc.)
• Acquire Up-to-Date Financial Knowledge and News
• Develop Better Interpersonal and Communication Skills

4  Development Path and Work Benefit

• A structured career path and solid training in all aspects of management
• Sponsored overseas travelling for achieving yearly targets

Please click " APPLY NOW'' if you are interested in our program.

We always welcome talents!